Job Description

Job Summary

The Senior Accountant is a pivotal financial professional responsible for overseeing and managing the financial activities of a company at a senior level. This role demands a profound understanding of accounting principles, financial analysis, and compliance regulations. The Senior Accountant collaborates with cross-functional teams, provides strategic financial insights to management, and plays a crucial role in driving informed decision-making processes.

Primary Responsibilities:

• Develop a granular-level understanding and take ownership of your respective business units, including their main revenue streams, seasonality of revenues and expenses, performance expectations, and variances. Engage with business unit contacts to understand and address discrepancies.

• Oversee weekly tasks in Blackline, ensuring timely completion of tasks such as Bill.com and Concur reviews. Conduct balance sheet account reconciliations and ensure MD&A preparation aligns with the risk matrix.

• Monitor the timeliness and accuracy of all weekly and monthly tasks, including Chase bank activity recording, LAM/BAML, integration tracker (BD15), and cash reporting.

• Update the online Excel error log to track training opportunities identified during weekly/monthly tasks and reconciliation reviews.

• Attend and track Quarterly Business Reviews (QBRs).

• Provide constructive feedback to all direct reports, including the offshore team.

• Maintain clear communication with business units, addressing their questions and clarifying points with a customer service mindset. Request additional or clarifying information to ensure accurate and correct financial records.

• Assist in various ongoing and ad-hoc projects or initiatives.

• Monitor carrier transfer progress and lead the closure of local bank accounts in coordination with Treasury. Assist business units with integration requirements and ensure integration trackers are up-to-date and data integrity is maintained.

• Support the interim and year-end audit processes.

• Foster an environment where everyone feels valued, respected, and heard. Lead by example by adhering to and implementing Integrity and Finance policies.

Primary Skills & Requirements:

• Educational Background:   Bachelor’s degree in Accounting or Finance; CPA designation preferred.

• Experience:   Extensive experience in corporate accounting and public accounting, preferably in lead role.

• Knowledge:   Strong knowledge of GAAP or IFRS, financial reporting standards, and regulatory compliance.

• Analytical Skills:   Proficiency in financial analysis, budgeting, and forecasting techniques.

• Internal Controls:   Excellent understanding of internal controls and experience with risk assessment and mitigation.

• Technical Proficiency:   Advanced skills in financial systems (ERP) and proficiency in using accounting software.

• Attention to Detail:   Exceptional attention to detail, analytical skills, and problem-solving abilities.

• Communication Skills:   Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments.

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About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com .

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

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